Financial Planning & Information Services, Inc. Dimensional ETF Tr Transaction History
Financial Planning & Information Services, Inc.
- $725 Million
- Q3 2024
A detailed history of Financial Planning & Information Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 1,249,354 shares of DFAI stock, worth $37.2 Million. This represents 5.47% of its overall portfolio holdings.
Number of Shares
1,249,354
Previous 1,143,977
9.21%
Holding current value
$37.2 Million
Previous $33.9 Million
16.98%
% of portfolio
5.47%
Previous 5.19%
Shares
12 transactions
Others Institutions Holding DFAI
# of Institutions
538Shares Held
179MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.3MShares$188 Million26.89% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$180 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$162 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$128 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$125 Million0.19% of portfolio